Update Suppliers for Single Use Account (SUA)

When a new Payment Method and Payment Process Profile have been created, the Payment Method Attribute need to be added to the Supplier Profiles. When the Payment Method only applies to a few suppliers, it can be updated directly in each supplier's profile. However, if all suppliers need to be updated, click the link for instructions on Updating Multiple Suppliers using a Template.

Manually Update Supplier Profiles

Once the Business Unit is added to the Payment Process Profile, then the payment type can be added to the Supplier Profiles.

Step	Action	Illustration
1	From the Home screen, select Procurement and click Suppliers. The Suppliers Overview screen displays.
2	On the left side of the screen, click the Search icon to open the Keywords search field. Enter the full or partial Supplier Name or Number and click the Search icon. The Search Results display on the screen.
3	From the Search Results list, click the name of the Supplier to be updated.
4	On the Edit Supplier screen, click the Sites tab to see the list of sites. NOTE: To see Supplier Sites, the user must have the Procurement Agent role. Click the Site from the list. The Edit Site screen displays.
5	On the Edit Site screen, click the Payment tab. In the Payment Methods section, find the payment method just added. Click the Payment Attributes tab.
6	On the Payment Attributes tab, in the Payment Delivery section complete the following: Payment Text Message 2: Enter the Payment ID Payment Text Message 3: Enter the Supplier's remittance email address. For multiple email addresses, separate them with the \| character. The correct data for these fields is located in the Production Supplier Site list.
7	Scroll back to the top of the screen and click Save and Close.
8	A Confirmation window pops up showing the changes have been saved. Click OK.

Update Suppliers for SUA Using a Template

When the Payment Method needs to be updated to a number of Suppliers at one time, the information can be imported using an Excel spreadsheet.

Generate the Supplier Site List Report

Use the following steps to get the Supplier list.

Step	Action	Illustration
1	To start the process, generate the Supplier Site List. This list will contain information that can be cut and pasted into the spreadsheet. From the Home screen, click Tools and select Reports and Analytics.
2	On the Reports and Analytics screen, click the Drill Down arrows and select the following path: Shared Folders >> Custom >> Financials >> Vendors The reports listed below contain the Supplier Site List Report. Click the Report Name to open the report on screen.
3	The screen opens to the Oracle Business Intelligence (OBI) screen, showing the filter options. For this report, there are no filters. Click the Apply button.
4	The report may take up to five minutes to generate. When it completes, the Open Supplier Site List Rep Report window displays. 0 Select Microsoft Excel if it's not already selected. Click OK.
3	The Supplier Site List Report displays in Excel.

Create the Supplier Site Interface Spreadsheet

Use the following steps to create the Supplier Site Interface spreadsheet.

Step	Action	Illustration
1	Open the Supplier Site Interface template spreadsheet. NOTE: If you don't have the template file, please submit a request to the Service Desk.
2	Use the Supplier Site List Report list to get the following information: Batch ID (Column A): Create a unique alphanumeric identifier for the batch Import Action (Column B): Select Update. Supplier Name (Column C): Copy and paste the Supplier Names from the list. Procurement BU (Column D): Copy and paste the Procurement BUs from the list.
3	Continue adding the following information: Supplier Site (Column F): Copy and paste the Supplier Sites from the report. Payment Text Message 2 (Column CG): Enter the Payment ID code. Payment Text Message 3 (Column CH: Enter the Supplier Remittance email address. If entering more than one, separate each email address with a \| (bar character).
4	On the first Instructions and CSV Generation tab, click the Generate CSV file button. A .zip file will be generated containing the information needed to import. Save the file to your computer's desktop.

Upload the Supplier Site Interface Spreadsheet

Use the following steps to upload the Supplier Site Interface spreadsheet.

Step	Action	Illustration
1	Open Oracle, and from the Home screen, click the Navigator Menu icon. In the Tools section, select File Import Export. The File Import and Export screen displays.
2	On the File Import and Export screen, scroll down to the Search Results section. Click the Actions menu and select Upload. The Upload File pop up window displays.
3	On the Upload File pop up, click Browse to locate the .zip file on the computer desktop. Click the Account arrow and select prc/supplier/Import from the list.
4	Click Save and Close. It may take a few moments to upload the file. The window closes and the file is shown listed on the screen.
5	Click the Navigator Menu button. Click Tools and select Scheduled Processes.
6	On the Scheduled Processes Overview screen, click the Schedule New Process button below the Search Results area. The Schedule New Process pop up window displays.
7	In the Schedule New Process window, click the Name arrow. Search the Process Names list and select Import Supplier Sites.
8	In the Process Details screen, select the following: Import Process: Search and select Import Supplier Sites Data File: Select the Uploaded file. It should be in the list. Click Submit. A Confirmation pop up window displays showing the Process ID.
9	The process may take a few moments. Click the Refresh icon until the Status shows Succeeded. When completed look for the Process ID in the Processes List on the Overview screen If the status errors, there will be an icon. Click the icon to get the log. It will have information on what did not process.

Import the Data

Once the data has been uploaded and processed, the data can be imported into the Supplier's Profiles. Use the following steps to import the data and validate the import.

Step	Action	Illustration
1	From the Home screen, click Procurement and select Suppliers.
2	At the right of the screen, click the Task icon. Select Import Suppliers. The Import Suppliers screen displays.
3	On the Import Suppliers screen, click the Actions menu and select Import Supplier Sites. The Process Details screen displays.
4	On the Process Details screen, select the following options: Import Options: Select New Report Exceptions Only: Select No Batch ID: Enter the Batch ID used in the zip file creation. Click Submit. When completed the Process ID will be listed on the Import Suppliers screen.
5	To Validate the Import: Search for a Supplier from the file just processed.
6	Click the Supplier Name in the Search Results list. The Edit Supplier screen opens.
7	Click the Sites tab. From the list of sites, click the Site code. The Edit Site screen displays.
8	Scroll down to the Payment Attributes tab. In the Payment Delivery section, validate the information in Text Message 2 and Text Message 3 matches the information in the spreadsheet.

Updated 11/05/2018 JM

Disclaimer: This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use as an Ashford or Remington employee or contractor. This document may not be shared, downloaded, copied, printed, displayed, reproduced, published, licensed, posted, transmitted or distributed in whole or in part without the express authorization of Ashford or Remington. The information contained in this document is subject to change without notice. TRC last published on 1/3/20 by JM. Version 1.14